Re-ratings jumped sharply overnight (594, up from 357), and the credit-leaning cohort grew with them: Wholesale and Specialised construction are both showing genuine directional skew toward borrowing appetite, with the South West, North West and Yorkshire & North East all pulling more than their share of this period's re-ratings. Exit-leaning activity cooled to 54 companies and stayed diffuse by sector, though the North West also shows up here — worth watching if that regional weight persists into tomorrow. Alongside the directional moves, live pattern-matching flagged a cluster of Sector laggard and Quiet compounder archetypes (9 each) plus Succession window, Debtor heavy, Cash-rich owner and Capex surge signals (6 apiece) — the full company-level detail is in the platform.
Anonymised by design: cohorts and counts only, never a named company.
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